AGRFX vs. FOCPX
Compare and contrast key facts about AB Growth Fund (AGRFX) and Fidelity OTC Portfolio (FOCPX).
AGRFX is managed by AllianceBernstein. It was launched on Sep 4, 1990. FOCPX is managed by Fidelity. It was launched on Dec 31, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AGRFX or FOCPX.
Key characteristics
| AGRFX | FOCPX | |
|---|---|---|
| YTD Return | 18.96% | 21.71% |
| 1Y Return | 29.16% | 30.63% |
| 3Y Return (Ann) | 5.64% | 6.14% |
| 5Y Return (Ann) | 15.14% | 19.72% |
| 10Y Return (Ann) | 14.98% | 17.01% |
| Sharpe Ratio | 1.83 | 1.71 |
| Daily Std Dev | 16.03% | 17.88% |
| Max Drawdown | -61.88% | -69.01% |
| Current Drawdown | -3.87% | -7.33% |
Correlation
The correlation between AGRFX and FOCPX is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
AGRFX vs. FOCPX - Performance Comparison
In the year-to-date period, AGRFX achieves a 18.96% return, which is significantly lower than FOCPX's 21.71% return. Over the past 10 years, AGRFX has underperformed FOCPX with an annualized return of 14.98%, while FOCPX has yielded a comparatively higher 17.01% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
AGRFX vs. FOCPX - Expense Ratio Comparison
AGRFX has a 1.12% expense ratio, which is higher than FOCPX's 0.80% expense ratio.
Risk-Adjusted Performance
AGRFX vs. FOCPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Growth Fund (AGRFX) and Fidelity OTC Portfolio (FOCPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AGRFX vs. FOCPX - Dividend Comparison
AGRFX's dividend yield for the trailing twelve months is around 5.79%, more than FOCPX's 0.04% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGRFX AB Growth Fund | 5.79% | 6.89% | 1.69% | 9.79% | 5.79% | 7.80% | 16.01% | 9.33% | 1.03% | 9.76% | 4.89% | 0.00% |
FOCPX Fidelity OTC Portfolio | 0.04% | 0.05% | 4.06% | 11.53% | 6.23% | 7.58% | 7.93% | 4.86% | 3.24% | 4.64% | 12.91% | 13.60% |
Drawdowns
AGRFX vs. FOCPX - Drawdown Comparison
The maximum AGRFX drawdown since its inception was -61.88%, smaller than the maximum FOCPX drawdown of -69.01%. Use the drawdown chart below to compare losses from any high point for AGRFX and FOCPX. For additional features, visit the drawdowns tool.
Volatility
AGRFX vs. FOCPX - Volatility Comparison
AB Growth Fund (AGRFX) and Fidelity OTC Portfolio (FOCPX) have volatilities of 6.51% and 6.51%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.